Integrate Follow Up Boss with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Salesforce

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About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Follow Up Boss + Salesforce quick connects for faster integration? Here’s our list of the best Follow Up Boss + Salesforce quick connects.

Explore quick connects

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Connect Follow Up Boss + Salesforce in easier way

It's easy to connect Follow Up Boss + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Follow Up Boss & Salesforce Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Follow Up Boss to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Follow Up Boss and Salesforce

Salesforce is a powerful sales and customer relationship management platform that offers CRM services. It is used by business executives and managers to monitor their sales activities and the sales activities of their team members.

Fplow Up Boss is an integrated spution for CRM and email marketing. It provides customers with real-time email reminders when it is needed. Fplow Up Boss also helps users to send email reminders based on the sales cycle of each customer.

The main purpose of integrating Fplow Up Boss and Salesforce is to boost sales productivity. The integration of Fplow Up Boss and Salesforce allows users to email reminders directly from Salesforce, thus saving them time since they do not have to switch between different applications. In addition, the integration makes it easier for users to schedule reminders in a more efficient manner. In other words, users can manage their reminders in Salesforce whenever they want. This means that they do not have to go back to Fplow Up Boss to schedule reminders.

Integrating Fplow Up Boss and Salesforce will also help users save time by making it easier for them to schedule reminders. For instance, if users need to schedule a reminder at 9am, they can set the reminder, then go back to other tasks until they receive a notification that the reminder has been scheduled successfully. Thus, they do not have to go back to Fplow Up Boss and schedule the reminder manually.

The integration of Fplow Up Boss and Salesforce will definitely improve productivity among users.

The process to integrate Fplow Up Boss and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm